@ketvietlab/ketsuite 0.1.5 → 0.1.7

package/dist/modules/backend/design/record.css

@@ -26,7 +26,11 @@
      suppress only its duplicate heading. */
   [data-ui="form-page"]:has(
     > [data-ui="form-page-layout"] > [data-ui="form-page-body"] > [data-ui="record-workspace"]
-  ) > [data-ui="form-page-header"] {
+  ) > [data-ui="form-page-header"],
+  [data-ui="record-page"]:has(
+      > [data-ui="record-page-layout"] > [data-ui="record-page-body"] > [data-ui="record-workspace"]
+    )
+    > [data-ui="record-page-header"] {
     display: none;
   }
   [data-ui="form-page"]:has(
@@ -37,7 +41,16 @@
       > [data-ui="form-page-layout"] > [data-ui="form-page-body"] > [data-ui="record-workspace"]
     )
     > [data-ui="form-page-layout"]
-    > [data-ui="form-page-body"] {
+    > [data-ui="form-page-body"],
+  [data-ui="record-page"]:has(
+      > [data-ui="record-page-layout"] > [data-ui="record-page-body"] > [data-ui="record-workspace"]
+    )
+    > [data-ui="record-page-layout"],
+  [data-ui="record-page"]:has(
+      > [data-ui="record-page-layout"] > [data-ui="record-page-body"] > [data-ui="record-workspace"]
+    )
+    > [data-ui="record-page-layout"]
+    > [data-ui="record-page-body"] {
     display: contents;
   }
 
@@ -279,7 +292,7 @@
     border-inline-start: 1px solid var(--admin-divider-subtle);
     background: var(--admin-rail-bg);
   }
-  [data-ui="main"]:has(> [data-ui="topbar"] > *) [data-ui="record-aside"] {
+  [data-ui="main"]:has(> [data-ket-slot="backend.topbar"] > [data-ui="topbar"] > *) [data-ui="record-aside"] {
     max-block-size: calc(100dvh - var(--admin-topbar-height) - 2 * var(--admin-gap));
   }
   [data-ui="record-aside"] :is([data-ui="chatter"], [data-ui="activity-record"]) {
@@ -447,7 +460,7 @@
     [data-ui="record-aside"] {
       position: static;
       max-block-size: none;
-      padding: 0;
+      padding: var(--admin-gap-md);
       overflow: visible;
       border-inline-start: 0;
       background: transparent;
@@ -519,6 +532,9 @@
     [data-ui="record-body"] {
       padding: var(--admin-gap);
     }
+    [data-ui="record-aside"] {
+      padding: var(--admin-gap);
+    }
     [data-ui="record-field-grid"] {
       grid-template-columns: minmax(0, 1fr);
     }

package/dist/modules/backend/design/responsive.css

@@ -220,7 +220,11 @@
       flex: 1 0 100%;
     }
 
-    [data-ui="main"]:has(> [data-ui="topbar"] [data-ui="list-chrome"][data-layout="catalogue"])
+    [data-ui="main"]:has(
+        > [data-ket-slot="backend.topbar"]
+          > [data-ui="topbar"]
+          [data-ui="list-chrome"][data-layout="catalogue"]
+      )
       > [data-ui="content"] {
       padding: 0 var(--admin-gap) var(--admin-gap-lg);
     }

package/dist/modules/backend/design/user-workflow.css

@@ -0,0 +1,257 @@
+.user-workflow {
+  width: 100%;
+  max-width: 68.75rem;
+  color: var(--kv-text-main);
+}
+.user-workflow section {
+  margin-bottom: 24px;
+}
+.user-workflow h2 {
+  font-size: 18px;
+  margin: 0 0 18px;
+}
+.user-workflow p {
+  color: var(--kv-text-secondary);
+}
+.user-steps {
+  list-style: none;
+  display: grid;
+  grid-template-columns: repeat(4, minmax(0, 1fr));
+  gap: 12px;
+  padding: 0;
+  margin: 0 0 28px;
+}
+.user-steps li {
+  display: flex;
+  gap: 12px;
+  align-items: center;
+  padding: 16px;
+  border: 1px solid var(--kv-panel-border);
+  border-radius: var(--kv-radius-md);
+}
+.user-steps li > span {
+  display: grid;
+  place-items: center;
+  border: 1px solid var(--kv-panel-border);
+  border-radius: 50%;
+  width: 32px;
+  height: 32px;
+  flex: 0 0 32px;
+}
+.user-steps strong,
+.user-steps small {
+  display: block;
+}
+.user-steps small {
+  font-size: 11px;
+  color: var(--kv-text-muted);
+}
+.user-steps .current {
+  background: var(--kv-accent-subtle);
+  border-color: var(--kv-accent);
+}
+.user-steps .current > span {
+  background: var(--kv-accent);
+  color: white;
+}
+.user-role-search input {
+  width: 100%;
+  box-sizing: border-box;
+  border: 1px solid var(--kv-panel-border);
+  background: var(--kv-panel-bg);
+  color: inherit;
+  border-radius: var(--kv-radius-md);
+  padding: 10px 12px;
+  font: inherit;
+}
+.user-email-status {
+  max-inline-size: calc(50% - var(--admin-gap-lg) / 2 - 9rem - var(--admin-gap));
+  margin-inline-start: calc(9rem + var(--admin-gap));
+  min-height: 24px;
+  font-size: 13px;
+}
+.user-role-search {
+  display: block;
+  margin-bottom: 16px;
+}
+.user-role-search input {
+  display: block;
+  margin-top: 8px;
+}
+.user-role-grid {
+  display: grid;
+  grid-template-columns: repeat(2, minmax(0, 1fr));
+  gap: 12px;
+}
+.user-role-option {
+  display: flex;
+  gap: 12px;
+  padding: 16px;
+  border: 1px solid var(--kv-panel-border);
+  border-radius: var(--kv-radius-md);
+  cursor: pointer;
+}
+.user-role-option:has(:checked) {
+  background: var(--kv-accent-subtle);
+  border-color: var(--kv-accent);
+}
+.user-role-option:has(:disabled) {
+  opacity: 0.6;
+  cursor: default;
+}
+.user-role-option strong,
+.user-role-option small {
+  display: block;
+}
+.user-role-option small {
+  color: var(--kv-text-muted);
+  margin-top: 6px;
+}
+.user-check {
+  display: flex;
+  gap: 10px;
+}
+.user-summary-row {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 18px;
+  padding: 16px 8px;
+  border: 0;
+  border-bottom: 1px solid var(--kv-panel-border);
+  width: 100%;
+  box-sizing: border-box;
+  background: transparent;
+  color: inherit;
+  font: inherit;
+  text-align: left;
+  text-decoration: none;
+}
+.user-summary-row > span:first-child {
+  color: var(--kv-text-secondary);
+}
+.user-summary-row strong {
+  font-weight: 500;
+  overflow-wrap: anywhere;
+}
+.user-summary-row svg {
+  width: 18px;
+  height: 18px;
+}
+.user-summary-row:is(button, a) {
+  cursor: pointer;
+}
+.user-summary-row:is(button, a):hover {
+  background: var(--kv-panel-bg-subtle);
+}
+.user-action-bar {
+  position: sticky;
+  bottom: 0;
+  background: var(--kv-panel-bg);
+  display: flex;
+  justify-content: space-between;
+  gap: 16px;
+  padding: 20px 0;
+  border-top: 1px solid var(--kv-panel-border);
+  box-shadow: none;
+}
+.user-action-bar > div {
+  display: flex;
+  align-items: center;
+  gap: 12px;
+}
+.user-action-bar button,
+.user-action-bar a {
+  padding: 9px 16px;
+  border: 1px solid var(--kv-panel-border);
+  border-radius: var(--kv-radius-md);
+  background: var(--kv-panel-bg);
+  color: inherit;
+  font: inherit;
+  cursor: pointer;
+  text-decoration: none;
+}
+.user-action-bar .primary {
+  background: var(--kv-accent);
+  color: white;
+  border-color: var(--kv-accent);
+}
+.user-action-bar button:disabled {
+  opacity: 0.5;
+  cursor: not-allowed;
+}
+.user-notice {
+  padding: 16px;
+  background: var(--kv-panel-bg-subtle);
+  border: 1px solid var(--kv-panel-border);
+  margin-bottom: 20px;
+}
+.user-notice.error {
+  color: var(--kv-danger);
+}
+.user-workflow [hidden] {
+  display: none !important;
+}
+.user-workflow :focus-visible {
+  outline: 2px solid var(--kv-accent);
+  outline-offset: 2px;
+}
+@media (max-width: 800px) {
+  .user-steps {
+    grid-template-columns: repeat(2, minmax(0, 1fr));
+  }
+  .user-role-grid {
+    grid-template-columns: 1fr;
+  }
+  .user-email-status {
+    max-inline-size: none;
+    margin-inline-start: 0;
+  }
+  .user-action-bar {
+    flex-wrap: wrap;
+  }
+  .user-summary-row {
+    gap: 12px;
+  }
+  .user-steps li {
+    padding: 10px;
+  }
+}
+.user-access-scope {
+  border: 1px solid var(--kv-panel-border);
+  border-radius: var(--kv-radius-md);
+  padding: 20px;
+  margin: 20px 0;
+}
+.user-access-scope > header {
+  display: flex;
+  justify-content: space-between;
+  gap: 16px;
+  align-items: center;
+}
+.user-access-scope h2 {
+  margin: 0;
+  font-size: 18px;
+}
+.user-access-context {
+  display: flex;
+  gap: 16px;
+  align-items: center;
+  flex-wrap: wrap;
+  padding: 16px 0;
+  border-bottom: 1px solid var(--kv-panel-border);
+}
+.user-access-context label {
+  display: flex;
+  gap: 8px;
+  align-items: center;
+}
+.user-access-context small {
+  flex-basis: 100%;
+  color: var(--kv-text-muted);
+}
+.user-access-context select {
+  padding: 8px;
+  border: 1px solid var(--kv-panel-border);
+  border-radius: var(--kv-radius-md);
+}

package/dist/modules/backend/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../../../../packages/ketsuite/src/modules/backend/index.ts"],"names":[],"mappings":";;AAyDA,OAAO,EAAE,WAAW,EAAE,WAAW,EAAE,MAAM,eAAe,CAAA;AACxD,YAAY,EAAE,OAAO,EAAE,MAAM,EAAE,MAAM,eAAe,CAAA;AACpD,OAAO,EAAE,SAAS,EAAE,QAAQ,EAAE,MAAM,EAAE,MAAM,EAAE,KAAK,EAAE,QAAQ,EAAE,SAAS,EAAE,MAAM,aAAa,CAAA;AAC7F,OAAO,EAAE,MAAM,EAAE,MAAM,aAAa,CAAA;AACpC,OAAO,EAAE,KAAK,EAAE,MAAM,YAAY,CAAA;AAClC,OAAO,EAAE,KAAK,EAAE,aAAa,EAAE,MAAM,gBAAgB,CAAA;AACrD,OAAO,EAAE,QAAQ,EAAE,MAAM,eAAe,CAAA;AACxC,OAAO,EAAE,MAAM,EAAE,MAAM,aAAa,CAAA;AACpC;;;;GAIG;AACH,OAAO,EACL,SAAS,EACT,OAAO,EACP,OAAO,EACP,QAAQ,EACR,WAAW,EACX,SAAS,EACT,QAAQ,EACR,YAAY,EACZ,MAAM,EACN,cAAc,EACd,gBAAgB,EAChB,UAAU,EACV,QAAQ,GACT,MAAM,aAAa,CAAA;AACpB,YAAY,EAAE,MAAM,EAAE,YAAY,EAAE,GAAG,EAAE,aAAa,EAAE,MAAM,aAAa,CAAA;AAC3E,OAAO,EAAE,eAAe,EAAE,cAAc,EAAE,MAAM,sBAAsB,CAAA;AACtE,YAAY,EACV,mBAAmB,EACnB,eAAe,EACf,cAAc,EACd,oBAAoB,EACpB,oBAAoB,GACrB,MAAM,sBAAsB,CAAA;AAC7B,OAAO,EAAE,WAAW,EAAE,QAAQ,EAAE,QAAQ,EAAE,MAAM,YAAY,CAAA;AAC5D,YAAY,EAAE,WAAW,EAAE,MAAM,YAAY,CAAA;AAE7C;;;;;;;GAOG;AACH,OAAO,EACL,WAAW,EACX,KAAK,EACL,cAAc,EACd,WAAW,EACX,MAAM,EACN,UAAU,EACV,YAAY,EACZ,eAAe,EACf,UAAU,EACV,eAAe,EACf,YAAY,EACZ,UAAU,EACV,UAAU,EACV,UAAU,EACV,SAAS,EACT,cAAc,EACd,KAAK,EACL,MAAM,EACN,SAAS,EACT,MAAM,EACN,QAAQ,EACR,IAAI,EACJ,OAAO,EACP,cAAc,EACd,WAAW,EACX,KAAK,EACL,KAAK,EACL,QAAQ,EACR,KAAK,EACL,QAAQ,EACR,WAAW,EACX,IAAI,EACJ,MAAM,EACN,MAAM,EACN,MAAM,EACN,UAAU,EACV,UAAU,EACV,WAAW,EACX,GAAG,EACH,UAAU,EACV,MAAM,EACN,YAAY,EACZ,WAAW,EACX,KAAK,EACL,OAAO,EACP,OAAO,EACP,OAAO,EACP,QAAQ,EACR,WAAW,EACX,MAAM,EACN,OAAO,EACP,UAAU,EACV,UAAU,EACV,QAAQ,EACR,UAAU,EACV,eAAe,EACf,YAAY,EACZ,aAAa,EACb,gBAAgB,EAChB,eAAe,EACf,UAAU,EACV,mBAAmB,EACnB,WAAW,EACX,WAAW,EACX,IAAI,EACJ,UAAU,EACV,eAAe,EACf,SAAS,EACT,UAAU,EACV,UAAU,EACV,WAAW,EACX,aAAa,EACb,UAAU,EACV,aAAa,EACb,KAAK,EACL,MAAM,EACN,iBAAiB,EACjB,qBAAqB,EACrB,qBAAqB,GACtB,MAAM,mBAAmB,CAAA;AAC1B,YAAY,EACV,IAAI,EACJ,QAAQ,EACR,QAAQ,EACR,MAAM,EACN,SAAS,EACT,UAAU,EACV,IAAI,EACJ,KAAK,EACL,MAAM,EACN,KAAK,EACL,UAAU,EACV,KAAK,EACL,QAAQ,EACR,UAAU,EACV,cAAc,EACd,QAAQ,EACR,SAAS,EACT,MAAM,EACN,aAAa,EACb,UAAU,EACV,UAAU,EACV,cAAc,EACd,UAAU,EACV,UAAU,EACV,GAAG,EACH,SAAS,EACT,WAAW,EACX,iBAAiB,EACjB,eAAe,EACf,SAAS,EACT,UAAU,EACV,eAAe,EACf,iBAAiB,EACjB,WAAW,EACX,aAAa,EACb,WAAW,EACX,YAAY,EACZ,iBAAiB,EACjB,oBAAoB,EACpB,cAAc,EACd,gBAAgB,EAChB,kBAAkB,GACnB,MAAM,mBAAmB,CAAA"}

package/dist/modules/backend/index.js

@@ -34,6 +34,7 @@ export default defineModule({
         'controls.css',
         'record.css',
         'forms.css',
+        'user-workflow.css',
         'content.css',
         'charts.css',
     ],

package/dist/modules/backend/index.js.map

@@ -1 +1 @@
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package/dist/modules/backend/messages.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"messages.d.ts","sourceRoot":"","sources":["../../../../../../packages/ketsuite/src/modules/backend/messages.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,OAAO,EAAE,MAAM,mBAAmB,CAAA;AAEhD;;;;;;;GAOG;AACH,eAAO,MAAM,QAAQ,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAmO5D,CAAA"}
+{"version":3,"file":"messages.d.ts","sourceRoot":"","sources":["../../../../../../packages/ketsuite/src/modules/backend/messages.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EAAE,OAAO,EAAE,MAAM,mBAAmB,CAAA;AAEhD;;;;;;;GAOG;AACH,eAAO,MAAM,QAAQ,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAqO5D,CAAA"}

package/dist/modules/backend/messages.js

@@ -39,6 +39,7 @@ export const messages = {
         'nav.pages': 'Trang',
         brand: 'KetSuite',
         switchCompany: 'Chuyển công ty',
+        'theme.toggle': 'Đổi giao diện sáng/tối',
         'context.rootBranch': 'Chi nhánh gốc',
         'table.columns': 'Chọn cột',
         'table.id': 'Mã',
@@ -137,6 +138,7 @@ export const messages = {
         'nav.pages': 'Pages',
         brand: 'KetSuite',
         switchCompany: 'Switch company',
+        'theme.toggle': 'Toggle light/dark theme',
         'context.rootBranch': 'Root branch',
         'table.columns': 'Columns',
         'table.id': 'Id',

package/dist/modules/backend/messages.js.map

@@ -1 +1 @@
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package/dist/modules/crm/functions.d.ts

@@ -1,4 +1,9 @@
 import type { FnSpec } from '@ketvietlab/ketjs';
+/** Shape rules shared by the long CRM create form and its backend route. */
+export declare const caseFormSchema: (requirements?: {
+    partner?: boolean;
+    need?: boolean;
+}) => import("@ketvietlab/ketjs").FormSchema<import("@ketvietlab/ketjs").FormValues>;
 export declare const caseWriteEffects: readonly ["read:crm.Case", "read:crm.AccessGrant", "read:crm.Stage", "read:crm.Team", "read:crm.TeamMember", "read:crm.SalesDetail", "read:crm.CaseTag", "read:crm.Tag", "read:crm.TimelineEntry", "read:crm.Message", "read:crm.ActivityLink", "read:crm.CalendarLink", "read:user.User", "read:partner.Partner", "read:activity.Activity", "read:calendar.Event", "read:storage.Attachment", "read:crm.Team", "write:crm.Team", "read:crm.Stage", "write:crm.Stage", "read:activity.Type", "write:activity.Type", "write:crm.Case", "write:crm.SalesDetail", "write:crm.CaseTag", "write:crm.TimelineEntry", "read:mail.Thread", "write:mail.Thread", "enqueue:crm.score"];
 export declare const functions: Record<string, FnSpec>;
 export declare const createCaseId: () => string;

package/dist/modules/crm/functions.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"functions.d.ts","sourceRoot":"","sources":["../../../../../../packages/ketsuite/src/modules/crm/functions.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAO,MAAM,EAAO,MAAM,mBAAmB,CAAA;AAkEzD,eAAO,MAAM,gBAAgB,8oBAUnB,CAAA;AAuKV,eAAO,MAAM,SAAS,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CA6pC5C,CAAA;AAED,eAAO,MAAM,YAAY,QAAO,MAAsB,CAAA"}
+{"version":3,"file":"functions.d.ts","sourceRoot":"","sources":["../../../../../../packages/ketsuite/src/modules/crm/functions.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAO,MAAM,EAAO,MAAM,mBAAmB,CAAA;AAmEzD,4EAA4E;AAC5E,eAAO,MAAM,cAAc,kBAAkB;IAAE,OAAO,CAAC,EAAE,OAAO,CAAC;IAAC,IAAI,CAAC,EAAE,OAAO,CAAA;CAAE,mFAc9E,CAAA;AAEJ,eAAO,MAAM,gBAAgB,8oBAUnB,CAAA;AAiLV,eAAO,MAAM,SAAS,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAuvC5C,CAAA;AAED,eAAO,MAAM,YAAY,QAAO,MAAsB,CAAA"}

package/dist/modules/crm/functions.js

@@ -1,5 +1,5 @@
 import { randomUUID } from 'node:crypto';
-import { asc, defineFn, deleteFrom, eq, from, inArray, isNull } from '@ketvietlab/ketjs';
+import { asc, defineFn, defineFormSchema, deleteFrom, eq, from, inArray, isNull } from '@ketvietlab/ketjs';
 import { activeStage, actorRequired, addCaseMessage, addTimeline, applyCasePlan, assignCase, cancelCaseActivity, canEditCase, caseDetail, closedAtFor, duplicateCases, commandKey, completeCaseActivity, ensureCrmDefaults, firstStage, gamificationProfile, invalid, issue, groupCases, listCases, moveCase, n, normalized, now, refreshCaseScore, pipelineSummary, reassignCase, saveCase, scheduleCaseActivity, serializeCaseList, stageKinds, visibleCases, } from './operations.js';
 import { ASSIGNMENT_MODES, CASE_KINDS, TERMINAL_STATES } from './types.js';
 const caseReadEffects = [
@@ -29,6 +29,21 @@ const defaultEffects = [
     'read:activity.Type',
     'write:activity.Type',
 ];
+/** Shape rules shared by the long CRM create form and its backend route. */
+export const caseFormSchema = (requirements = {}) => defineFormSchema({
+    fields: {
+        name: { type: 'text', required: true, trim: true },
+        kind: { type: 'text', required: true, oneOf: ['lead', 'opportunity'] },
+        partnerId: { type: 'text', required: requirements.partner === true, trim: true },
+        description: { type: 'text', required: requirements.need === true, trim: true },
+        utmSource: { type: 'text', trim: true },
+        priority: { type: 'text', oneOf: ['0', '1', '2', '3'] },
+        expectedRevenue: { type: 'decimal', min: 0 },
+        probability: { type: 'decimal', min: 0, max: 100 },
+        expectedClosing: { type: 'date' },
+    },
+    unknown: 'drop',
+});
 export const caseWriteEffects = [
     ...caseReadEffects,
     ...defaultEffects,
@@ -129,6 +144,7 @@ async function moveToTerminal(ctx, input) {
             caseId: input.id,
             eventType: event,
             body: `crm.timeline.${event}`,
+            metadata: input.closeReason ? { reason: input.closeReason } : undefined,
             customerVisible: false,
             occurredAt: timestamp,
         });
@@ -137,10 +153,10 @@ async function moveToTerminal(ctx, input) {
         return { ok: true, id: input.id, version: n(held.version) + 1, terminalState: input.terminal };
     });
 }
-const saveConfiguration = (model, prepare) => defineFn({
+const saveConfiguration = (model, prepare, validate, additionalEffects = []) => defineFn({
     input: { values: 'json', idempotencyKey: 'text' },
     output: { ok: 'bool', id: 'id?', version: 'int?', errors: 'json?' },
-    effects: [`read:${model}`, `write:${model}`],
+    effects: [`read:${model}`, `write:${model}`, ...additionalEffects],
     idempotent: true,
     agent: true,
     handler: async (ctx, args) => {
@@ -154,6 +170,9 @@ const saveConfiguration = (model, prepare) => defineFn({
         if (!id)
             return invalid(issue('id', 'crm.error.required'));
         const existing = (await ctx.db.select(model, { id }))[0];
+        const validation = await validate?.(ctx, values, existing);
+        if (validation)
+            return validation;
         const expectedVersion = values.expectedVersion == null ? undefined : n(values.expectedVersion);
         if (existing && expectedVersion != null && n(existing.version) !== expectedVersion)
             return invalid(issue('version', 'crm.error.stageConflict', { current: n(existing.version) }));
@@ -499,7 +518,14 @@ export const functions = {
         handler: (ctx, args) => reassignCase(ctx, args),
     }),
     'case.convertLead': defineFn({
-        input: { id: 'id', expectedVersion: 'int', stageId: 'id?', idempotencyKey: 'text' },
+        input: {
+            id: 'id',
+            expectedVersion: 'int',
+            stageId: 'id?',
+            expectedRevenue: 'decimal?',
+            expectedClosing: 'date?',
+            idempotencyKey: 'text',
+        },
         output: { ok: 'bool', id: 'id?', version: 'int?', errors: 'json?' },
         effects: [
             'read:crm.Case',
@@ -545,8 +571,25 @@ export const functions = {
                 if (!('dryRun' in changed) && !changed.matched)
                     return invalid(issue('version', 'crm.error.stageConflict', { current: held.version }));
                 const detail = (await tx.db.select('crm.SalesDetail', { caseId: args.id }))[0];
+                const salesValues = {
+                    sourceLeadId: args.id,
+                    ...(args.expectedRevenue === undefined ? {} : { expectedRevenue: String(args.expectedRevenue) }),
+                    ...(args.expectedClosing === undefined ? {} : { expectedClosing: args.expectedClosing }),
+                };
                 if (detail)
-                    await tx.db.update('crm.SalesDetail', { id: detail.id }, { sourceLeadId: args.id });
+                    await tx.db.update('crm.SalesDetail', { id: detail.id }, salesValues);
+                else
+                    await tx.db.insert('crm.SalesDetail', {
+                        id: `sales:${String(args.id)}`,
+                        caseId: args.id,
+                        expectedRevenue: String(args.expectedRevenue ?? '0'),
+                        recurringRevenue: '0',
+                        probability: '0',
+                        expectedClosing: args.expectedClosing ?? null,
+                        forecastCategory: 'pipeline',
+                        lostReason: null,
+                        ...salesValues,
+                    });
                 await addTimeline(tx, {
                     id: `timeline:${String(args.id)}:convert:${String(args.idempotencyKey)}`,
                     caseId: String(args.id),
@@ -673,7 +716,7 @@ export const functions = {
         },
     }),
     'case.markWon': defineFn({
-        input: { id: 'id', expectedVersion: 'int', idempotencyKey: 'text' },
+        input: { id: 'id', expectedVersion: 'int', closeReason: 'text?', idempotencyKey: 'text' },
         output: { ok: 'bool', id: 'id?', version: 'int?', terminalState: 'text?', errors: 'json?' },
         effects: [
             'read:crm.Case',
@@ -693,10 +736,17 @@ export const functions = {
             expectedVersion: Number(args.expectedVersion),
             idempotencyKey: String(args.idempotencyKey),
             terminal: 'won',
+            closeReason: args.closeReason ? String(args.closeReason) : undefined,
         }),
     }),
     'case.markLost': defineFn({
-        input: { id: 'id', expectedVersion: 'int', lostReason: 'text', idempotencyKey: 'text' },
+        input: {
+            id: 'id',
+            expectedVersion: 'int',
+            lostReason: 'text',
+            closeReason: 'text?',
+            idempotencyKey: 'text',
+        },
         output: { ok: 'bool', id: 'id?', version: 'int?', terminalState: 'text?', errors: 'json?' },
         effects: [
             'read:crm.Case',
@@ -717,6 +767,7 @@ export const functions = {
             id: String(args.id),
             expectedVersion: Number(args.expectedVersion),
             lostReason: String(args.lostReason),
+            closeReason: args.closeReason ? String(args.closeReason) : undefined,
             idempotencyKey: String(args.idempotencyKey),
             terminal: 'lost',
         }),
@@ -761,6 +812,7 @@ export const functions = {
         effects: [
             'read:crm.Case',
             'write:crm.Case',
+            'read:crm.SalesDetail',
             'read:crm.ScoreRule',
             'read:crm.ScoreHistory',
             'write:crm.ScoreHistory',
@@ -1257,7 +1309,15 @@ export const functions = {
         teamId: args.teamId ?? existing?.teamId ?? null,
         fold: args.fold ?? existing?.fold ?? false,
         active: args.active ?? existing?.active ?? true,
-    })),
+    }), async (ctx, args) => {
+        if (!String(args.name ?? '').trim() || !String(args.code ?? '').trim())
+            return invalid(issue('name', 'crm.error.required'));
+        if (!Array.isArray(args.allowedKinds) || args.allowedKinds.length === 0)
+            return invalid(issue('allowedKinds', 'crm.error.required'));
+        if (args.teamId && !(await ctx.db.select('crm.Team', { id: args.teamId, active: true }))[0])
+            return invalid(issue('teamId', 'crm.error.notFound'));
+        return null;
+    }, ['read:crm.Team']),
     'assignmentRule.save': saveConfiguration('crm.AssignmentRule', (args, existing) => ({
         name: String(args.name ?? '').trim(),
         priority: n(args.priority ?? existing?.priority ?? 10),
@@ -1269,7 +1329,25 @@ export const functions = {
         utmSource: args.utmSource ?? existing?.utmSource ?? null,
         minimumScore: args.minimumScore ?? existing?.minimumScore ?? null,
         active: args.active ?? existing?.active ?? true,
-    })),
+    }), async (ctx, args) => {
+        if (!String(args.name ?? '').trim() || !Array.isArray(args.allowedKinds) || !args.allowedKinds.length)
+            return invalid(issue('name', 'crm.error.required'));
+        const team = args.teamId
+            ? (await ctx.db.select('crm.Team', { id: args.teamId, active: true }))[0]
+            : null;
+        if (!team)
+            return invalid(issue('teamId', 'crm.error.notFound'));
+        if (args.assigneeUserId) {
+            const member = (await ctx.db.select('crm.TeamMember', {
+                teamId: args.teamId,
+                userId: args.assigneeUserId,
+                active: true,
+            }))[0];
+            if (!member && team.leaderUserId !== args.assigneeUserId)
+                return invalid(issue('assigneeUserId', 'crm.error.notTeamMember'));
+        }
+        return null;
+    }, ['read:crm.Team', 'read:crm.TeamMember']),
     'scoreRule.save': saveConfiguration('crm.ScoreRule', (args, existing) => ({
         name: String(args.name ?? '').trim(),
         field: String(args.field ?? '').trim(),
@@ -1278,7 +1356,24 @@ export const functions = {
         points: String(args.points ?? '0'),
         active: args.active ?? existing?.active ?? true,
         sequence: n(args.sequence ?? existing?.sequence ?? 10),
-    })),
+    }), (_ctx, args) => {
+        const field = String(args.field ?? '');
+        const operator = String(args.operator ?? '');
+        const allowed = field === 'expectedRevenue'
+            ? ['gte', 'eq']
+            : field === 'email' || field === 'utmSource'
+                ? ['eq', 'contains', 'present']
+                : [];
+        if (!String(args.name ?? '').trim())
+            return invalid(issue('name', 'crm.error.required'));
+        if (!allowed.includes(operator))
+            return invalid(issue('operator', 'crm.error.invalidKind'));
+        if (operator !== 'present' && !String(args.value ?? '').trim())
+            return invalid(issue('value', 'crm.error.required'));
+        if (field === 'expectedRevenue' && !Number.isFinite(Number(args.value)))
+            return invalid(issue('value', 'crm.error.invalidKind'));
+        return null;
+    }),
     'enrichment.preview': defineFn({
         input: { caseId: 'id' },
         output: { ok: 'bool', code: 'text', errors: 'json?' },